WMN
Wealth Management Nebraska Portfolio holdings
AUM
$987M
1-Year Est. Return
17.8%
This Fund
S&P 500
1 Year Est. Return
+17.8%
AUM
$987M
AUM Growth
+$113M
(+13%)
Holding
104
Top Buys
| 1 | +$43.6M | |
| 2 | +$14.9M | |
| 3 | +$9.83M | |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
+$5.81M |
| 5 |
Avantis US Small Cap Equity ETF
AVSC
|
+$4.98M |
Top Sells
| 1 | +$3.94M | |
| 2 | +$2.1M | |
| 3 | +$1.06M | |
| 4 |
ProShares Ultra Silver
AGQ
|
+$522K |
| 5 |
GraniteShares Platinum Shares
PLTM
|
+$333K |
Sector Composition
| 1 | Technology | 0.81% |
| 2 | Financials | 0.62% |
| 3 | Consumer Staples | 0.59% |
| 4 | Industrials | 0.27% |
| 5 | Communication Services | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
ProShares Ultra Silver
AGQ
$1.85B
| – | – |
-3,366
|
|
||
102
SPDR Gold MiniShares Trust
GLDM
$30.5B
| – | – |
-24,616
|
|
||
103
iShares Russell 1000 Growth ETF
IWF
$133B
| – | – |
-1,708
|
|
||
|
104
GraniteShares Platinum Shares
PLTM
$216M
| – | – |
-16,881
|
|